Vaidya Sane Ayurved Laboratories Limited — Investor Meet, 27-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Vaidya Sane Ayurved Laboratories (Madhavbaug) reported H2 FY’25 revenue of Rs. 48.05 Cr, flat YoY, with EBITDA soaring 325% to Rs. 7.74 Cr due to cost cuts, driving PAT up to Rs. 5.79 Cr. FY’25 revenue dipped 9.5% to Rs. 89.85 Cr, while EBITDA and PAT tripled to Rs. 13.5 Cr and Rs. 7.15 Cr, helped by better mix and efficiencies. Clinics contributed 86% of revenue; network grew to 333 clinics and 4 hospitals, including a new 30-bed unit in Vadodara.

Management is focusing on marketing with brand ambassador Sonu Sood, expanding insurance coverage, and launching diverse care plans with strong disease reversal rates. Plans include scaling to 1,000+ clinics and beds by 2030, targeting Rs. 110-120 Cr revenue and 16% EBITDA margin in FY’26, with improvements expected via operational leverage and medical tourism initiatives. The outlook is confident on growth and profitability.